How we work


We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies

Community participation

3rd Annual Shred-it and Food Drive Event for Local Food Closet
3rd Annual Shred-it and Food Drive Event for Local Food Closet

Marc and Holly are both Newark Rotarians. Marc is secretary for the club. Holly is Newark Rotary President for the 2019-2020 Rotary year.

Marc and Holly both are Country Officers for the Rotary Youth Exchange Program.

Marc has been an Assistant Scout Leader for the Boy Scouts of America and has earned his Wood Badge

Marc and Holly are members of the Newark Chamber of Commerce and the Geneva Chamber of Commerce

Marc and Holly sponsor Alex Eligh Community Baseball/Softball Teams